讲座题目:Supply Chain Transparency and Blockchain Design

主讲嘉宾:刘靓晨

讲座时间:2022年7月4日15:00--16:30

讲座地点：腾讯会议：642-179-890

报告人简介：

刘靓晨，南京大学商学院工商管理系助理教授。2019年7月毕业于北京大学光华管理学院，获管理学博士学位。主要研究领域包括区块链与供应链管理、运营管理与营销交叉、收益管理与定价、策略型消费者行为等，已在Manufacturing & Service Operations Management、European Journal of Operational Research、International Journal of Production Economics、Omega、《中国管理科学》、《管理学报》、《营销科学学报》等核心期刊上发表十余篇论文，出版学术专著一部，主持并参与了多项国家自然科学基金项目、教育部人文社会科学研究基金项目.

讲座内容：

Companies are investing in blockchain technology to enhance supply chain transparency, but face challenges in creating collaborations with others and in deciding what information to share. On the one hand, transparency over actions of supply chain partners can improve operational decisions, but on the other hand, sharing own data on the blockchain can create opposing forces. In this paper, we investigate these questions theoretically by analyzing two ways that blockchain can enhance supply chain transparency: (1) making the manufacturer’s sourcing cost credibly transparent to the buyers (i.e., vertical cost transparency) and enabling the manufacturer to charge dynamic wholesale prices; and (2) making the ordering status of buyers transparent to each other (i.e., horizontal order transparency) and changing the ordering policies of buyers. We find that blockchain increases supply chain profit only when the manufacturer’s capacity is large: if the capacity is sufficiently large to eliminate the buyers’ competition, blockchain leads to a win-win-win and the incentives of all participants are naturally aligned, but otherwise the manufacturer needs to compensate the buyers to facilitate a blockchain implementation. When the manufacturer’s capacity is small, blockchain reduces supply chain profit: in this case, horizontal order transparency mitigates the buyers’ over-order incentive to compete for the manufacturer’s capacity and increases double marginalization. To solve this problem, we show that a blockchain that only enables vertical cost transparency should (and can) be adopted in a range of small capacity cases and we propose an access control layer for the logistics data to implement such a blockchain.

管理科学与工程学院

2022年6月29日